Leo Wealth LLC’s Public Storage PSA Stock Holding History

Leo Wealth LLC’s Portfolio PSA Stock Details PSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-600	Closed	-$218K	–	372
2024 Q3	$218K	Buy	+600	New	+$195K	0.02%	320
2024 Q2	–	Sell	-884	Closed	-$256K	–	348
2024 Q1	$256K	Buy	884 +13	+1%	+$3.73K	0.03%	287
2023 Q4	$264K	Buy	+871	New	+$231K	0.03%	273

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Leo Wealth LLC's PSA Position: Q4 2024 in Review

Leo Wealth LLC sold out of Public Storage (PSA) in Q4 2024, closing a stake of 600 shares — an estimated $218K sold.

Leo Wealth LLC first reported a position in PSA in Q4 2023 and held it in 3 quarters. The position peaked at $264K in Q4 2023. 1,128 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

Leo Wealth LLC reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
Leo Wealth LLC sold 600 Public Storage shares in Q4 2024, an estimated $218K.
Leo Wealth LLC first reported a position in Public Storage in Q4 2023 and held it in 3 quarters.
Leo Wealth LLC's Public Storage position peaked at $264K in Q4 2023.
1,128 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Leo Wealth LLC's 13F filing for Q4 2024, filed 28 Jan 2025.